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CRM ConnectLive User Guide
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Introduction
User Interface
Working with CRM.connectLive
Logging In
Searching for Data
Viewing a Contact Person's Data
Viewing Related Data
Linking an Item With a Record
Minimize Maximize CRM.connectLive
ConnectLive Plugin for Outlook Appointments
Linking CRM Contacts to Outlook Appointments
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Working with CRM.connectLive
Working with CRM.connectLive
Your administrator defines what data is displayed in CRM.connectLive.
Logging In
Learn how to login to ConnectLive.
Searching for Data
You can search for data in the Aurea.CRM database.
Viewing a Contact Person's Data
When you receive an e-mail, the sender's e-mail address is automatically searched for in the Aurea.CRM database.
Viewing Related Data
Learn how to view data related to contact person on business cards.
Linking an Item With a Record
Your administrator can define that you can link e-mails or appointments to records in the database using drag & drop.
Minimize Maximize CRM.connectLive
You can minimize/maximize the CRM.connectLive plug-in in the status bar.
Working with CRM.connectLive
Logging In
Searching for Data
Viewing a Contact Person's Data
Viewing Related Data
Linking an Item With a Record
Minimize Maximize CRM.connectLive